Kognitiv, Inc. 401(K) Plan — Form 5500 plan (Kognitiv, Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kognitiv, Inc. 401(K) Plan is a benefit plan reported by Kognitiv, Inc under EIN 81-1683887 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $10,821,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kognitiv, Inc
- EIN
- 81-1683887
- Plan number
- 001
- Plan type
- 2
- Location
- Waban, MA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $10,821,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241007142043NAL0008954051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,821,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,821,202
- Net assets (BOY)
- $6,845,579
Income & contributions
- Employer contributions
- $831,722
- Participant contributions
- $1,553,326
- Total contributions
- $2,862,434
- Total income / additions
- $4,489,433
Expenses & distributions
- Benefits paid
- $513,210
- Administrative expenses
- $600
- Total expenses
- $513,810
- Net increase / (decrease)
- $3,975,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $600 | $0 | 2023 |
| Fidelity Fund | NONE | $0 | $0 | 2023 |
| Columbia Small Cap Fund | NONE | $0 | $0 | 2023 |
| Federated Hermes | NONE | $0 | $0 | 2023 |
| Principal Smcp S&P600 Ind R5 | NONE | $0 | $0 | 2023 |
| Allspring | NONE | $0 | $0 | 2023 |
| Buffalo Discovery | NONE | $0 | $0 | 2023 |
| Mfs | NONE | $0 | $0 | 2023 |
| Am Funds | NONE | $0 | $0 | 2023 |
| Morgan Stanley | NONE | $0 | $0 | 2023 |
| Brown Advisory | NONE | $0 | $0 | 2023 |
| Columbia | NONE | $0 | $0 | 2023 |
| Am Beacon | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kognitiv, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waban, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Fidelity Fund — Schedule C compensation
- Columbia Small Cap Fund — Schedule C compensation
- Federated Hermes — Schedule C compensation
- Principal Smcp S&P600 Ind R5 — Schedule C compensation
- Allspring — Schedule C compensation
- Buffalo Discovery — Schedule C compensation
- Mfs — Schedule C compensation
- Am Funds — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Columbia — Schedule C compensation
- Am Beacon — Schedule C compensation